Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
-1.12% |
7.57% |
16.62% |
|||
Growth Fund |
-0.70% |
6.44% |
14.56% |
15.51% |
8.60% |
8.91% |
Balanced Fund |
-0.31% |
4.86% |
11.99% |
12.57% |
6.41% |
6.28% |
Conservative Fund |
0.56% |
2.77% |
8.16% |
8.00% |
2.88% |
2.09% |
Homes and Income Fund |
0.41% |
2.53% |
5.57% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
-3.11% |
1.20% |
6.77% |
3.25% |
2.24% |
2.53% |
NZ Bond Fund |
0.68% |
1.53% |
6.96% |
5.74% |
1.51% |
-0.49% |
NZ Cash Fund * |
0.36% |
2.58% |
5.09% |
|||
Hedged Global Share Fund |
-1.45% |
5.35% |
16.72% |
|||
Unhedged Global Share Fund |
-0.30% |
16.22% |
26.08% |
|||
Hedged Global Bond Fund |
1.38% |
1.14% |
4.99% |
These returns are to 28-02-2025 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.